Trivant Custom Portfolio Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Trivant Custom Portfolio Group’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.78M	Sell	132,280 -42,738	-24%	-$2.21M	3.72%	6
2025 Q4	$9.06M	Sell	175,018 -2,289	-1%	-$119K	5.22%	4
2025 Q3	$9.26M	Buy	177,307 +3,610	+2%	+$186K	4.76%	4
2025 Q2	$8.93M	Sell	173,697 -1,506	-0.9%	-$76.1K	4.91%	4
2025 Q1	$8.95M	Buy	175,203 +12,480	+8%	+$632K	5.15%	2
2024 Q4	$8.18M	Buy	162,723 +2,542	+2%	+$130K	4.78%	4
2024 Q3	$8.42M	Buy	160,181 +77,404	+94%	+$3.99M	4.86%	4
2024 Q2	$4.16M	Buy	82,777 +7,343	+10%	+$367K	2.55%	9
2024 Q1	$3.83M	Buy	75,434 +3,808	+5%	+$193K	2.44%	12
2023 Q4	$3.67M	Buy	71,626 +903	+1%	+$44.1K	2.45%	14
2023 Q3	$3.4M	Buy	70,723 +3,868	+6%	+$190K	2.5%	11
2023 Q2	$3.35M	Sell	66,855 -124	-0.2%	-$6.22K	2.36%	11
2023 Q1	$3.39M	Buy	+66,979	New	+$3.36M	2.42%	10

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Trivant Custom Portfolio Group's USIG Position: Q1 2026 in Review

Trivant Custom Portfolio Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 24% in Q1 2026, selling an estimated $2.21M and leaving 132,280 shares worth $6.78M. The position accounts for 3.72% of the portfolio, ranked #6.

Trivant Custom Portfolio Group first reported a position in USIG in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.26M in Q3 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Trivant Custom Portfolio Group held 132,280 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $6.78M as of Q1 2026.
Trivant Custom Portfolio Group sold 42,738 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.21M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 3.72% of Trivant Custom Portfolio Group's portfolio in Q1 2026, its #6 holding.
Trivant Custom Portfolio Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Trivant Custom Portfolio Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $9.26M in Q3 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2026, filed 14 May 2026.